See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $94,168 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING, LLC Service code 26 · EIN 84-4519624 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,814 | $106,028-13.4% | $146,958-37.5% | $77,643+18.3% |
| Participation rate | 93.6% | 78.4%+15.3pp | 82.2%+11.5pp | 70.6%+23.1pp |
| Annual return | 44.28% | 56.73%-12.5pp | 418.34%-374.1pp | 31.24%+13.0pp |
| Employer contribution / active EE | $5,293 | $4,063+30.3% | $4,933+7.3% | $2,726+94.2% |
| Participant deferral / active EE | $8,263 | $7,990+3.4% | $8,070+2.4% | $4,647+77.8% |
| Admin fee / account holder | $160 | $337-52.5% | $12,998-98.8% | $430-62.7% |